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Merge Contacts

Flavio Coradini avatar
Written by Flavio Coradini
Updated over 2 months ago

Now you can merge two contacts in SimpleDVM.

In the case where you've created two contacts for the the same business / clinic, you can now combine them into one contact and consolidate all of the clients and communications that are connected to them.

On the Contact List or from a Contact page, you can select "Merge" and choose which information you'd like to combine and which contact should "stay". Once you've merged the contacts, all clients & patients nested under both contacts will be moved under the singular contact that has been kept.

Contact List Merge Button

Contact Page Merge Button

Merge Contact Popup

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